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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $581,081 | $57,352+913.2% | $83,830+593.2% | $64,173+805.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 80.39% | 11.38%+69.0pp | 850.97%-770.6pp | 7.63%+72.8pp |
| Employer contribution / active EE | $2,325 | $2,546-8.7% | $3,631-36.0% | $2,381-2.4% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,637 | $4,046-59.5% | $5,479-70.1% | $4,887-66.5% |